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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,073 | $82,678-64.8% | $125,391-76.8% | $68,490-57.6% |
| Participation rate | 26.7% | 75.1%-48.4pp | 82.4%-55.7pp | 67.9%-41.2pp |
| Annual return | -33.38% | -5.97%-27.4pp | 572.41%-605.8pp | -7.85%-25.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,430 | $6,111-43.9% | $7,448-53.9% | $4,028-14.8% |
| Admin fee / account holder | $2 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |